Jane S. Murphy (New York)


Jane S. Murphy is a large advisory firm based in New York. It manages $24.4 million of regulatory assets for 31 client accounts. It has been registered with the SEC as an adviser since 2001.

Jane S. Murphy provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jane S. Murphy: assets under management

The assets under management (AUM) of Jane S. Murphy is $24.4 million. The firm's AUM has grown by 74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $12.3 million in discretionary accounts and $12.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $647.37 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.01 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jane S. Murphy for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Jane S. Murphy performs its advisory services is located at 140 West 22 Nd Street, New York, NY 10011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-584-9125 or by fax 212-584-9116. The normal business hours are 9am-6pm on Monday - Friday.

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